We’ve extended our series to cover six more topics including calculating the cash equivalent transfer value and understanding a Transfer Value Analysis System (TVAS). These are a great source of information if you want to top up your technical knowledge or if you’re taking CII exams.
We’ve been voted as the ‘Best Platform Partner’ at the Platforum Awards 2016. The survey was carried out in November and the fund groups were asked to vote for their first and second choice platform partner.
We recently wrote to you to let you know about our plans to withdraw paper application forms for a number of pre- and post-retirement instructions. These forms have now been removed.
Retirement and tax planning considerations, including
expert insight to help you stay ahead of changing regulation.
Whether you select your
own funds, use model portfolios
or DFMs - we can help.
A single report to identify clients
and a simple action plan to
engage with them.
If you're not familiar with what we
can do to support the partners
we work with, this area should help.